Universal Banker I - New Orleans, LA

BankPlus•New Orleans, LA

About The Position

The Universal Banker I builds and strengthens customer relationships by providing excellent service and identifying appropriate bank products and services for customers. The role processes relationship banker transactions promptly, courteously, accurately, and in accordance with BankPlus procedures. It also supports customers with in-person and digital banking needs, account servicing, consumer loan applications, and referrals to other BankPlus services. The position promotes BankPlus products and services, supports marketing and community outreach, and maintains knowledge of bank policies, procedures, and applicable regulatory requirements. Employees must complete required compliance training and follow the Bank’s standards of conduct.

Requirements

Bachelor’s degree, or two or more years of experience in a similar or professional work environment.
Six months of cash-handling experience.
General computer and typing experience with Microsoft Office Suite, including Excel, Word, and Outlook.
Excellent verbal and written communication skills.
Ability to work outside regular business hours as deemed necessary.
Ability to handle multiple tasks.

Responsibilities

Maintain strong working relationships with internal and external customers and project a positive, professional image of BankPlus.
Use sales and service skills with a focus on loan, deposit, and cash management products.
Process relationship banker transactions accurately and efficiently, including official checks, collection items, and transactions not handled using the ITM.
Assist and educate customers on using the ITM for daily transactions when necessary.
Balance and maintain ITMs and cash recyclers accurately as needed.
Open deposit accounts and complete account servicing transactions at customers’ requests.
Educate customers about emerging bank technology and digital solutions, including mobile and online banking.
Sell and cross-sell bank products to new and existing customers by assessing needs and explaining product features and benefits.
Work in DecisionPro and obtain an NMLS number as determined by training level and management.
Ensure accurate completion of consumer loan applications, including CreditPlus loans, and accept customer paperwork for loan products.
Process check orders at customers’ requests.
Close customer accounts in accordance with established Bank procedures.
Process wire transfer requests, issue stop payments, and process ACH returns.
Assist customers requesting access to safe deposit boxes.
Support BankPlus marketing efforts, including volunteer support and outside customer calls.
Participate in the High-Rewards Connections Program and make referrals to the Mortgage Center and Wealth Management.
Participate in community activities that may generate new customer leads.
Maintain knowledge of Bank products, services, policies, procedures, and applicable regulatory issues, including the Bank Secrecy Act, Privacy Act, Fair Lending Act, and Regulation E.
Complete required compliance training and adhere to the Bank’s standard of conduct.